Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-17 |
| TX | RA | APPROVED_RES | 2002-02-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kalamazoo | MI | 10/1999 | Present |
| Bank Of America Na | Portage | MI | 06/2011 | Present |
I*129596 For profit or not for profit: Non-Profit Organization Name of outside business organization: People's Church Investment related: Y Address of business: Kalamazoo, Michigan 49009 Nature of business: Other,Church Position, title, association: Committee Member, Start date of relationship: 1/1/2019 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I sit on the board of our endowment committee. Duties are to follow the IPS the investment allocation. The money is managed by a rep at Raymond James who picks the investments. Other duties are to approve distributions for excess gains/cash.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-30 |
Reach out to this advisor